| Financial Management Professionals, Inc. | 13 | $22.1K | 0.00% | −3−18.8% | Reduced |
| Key Financial Inc | 13 | $22.1K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 14 | $23.8K | 0.01% | −160−92.0% | Reduced |
| CoreCap Advisors, LLC | 14 | $23.8K | 0.00% | −3−17.6% | Reduced |
| FWL Investment Management, LLC | 14 | $23.8K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 14 | $23.8K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 14 | $23.8K | 0.01% | +14 | New |
| Adirondack Trust Co | 15 | $25.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $25.5K | 0.01% | −37−71.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 15 | $25.5K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 15 | $25.5K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15 | $25.5K | 0.01% | +6+66.7% | Added |
| Trust Co of Vermont | 15 | $25.5K | 0.00% | +15 | New |
| Anchor Bay Capital, Inc. | 14 | $25.5K | 0.01% | +14 | New |
| Hamrick Investment Counsel, llc | 16 | $27.2K | 0.02% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 17 | $28.9K | 0.00% | −1−5.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 17 | $28.9K | 0.01% | +17 | New |
| Copos Capital S.a r.l. | 17 | $28.9K | 0.00% | +17 | New |
| Holos Integrated Wealth LLC | 16 | $29.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 18 | $30.6K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20 | $33.9K | 0.00% | −1−4.8% | Reduced |
| Geneos Wealth Management Inc. | 20 | $33.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $33.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $34.2K | 0.00% | −1−5.0% | Reduced |
| Markowski Investments | 21 | $35.6K | 0.01% | +21 | New |
| SJS Investment Consulting Inc. | 22 | $37.3K | 0.00% | +2+10.0% | Added |
| Activest Wealth Management | 22 | $37.3K | 0.01% | +14+175.0% | Added |
| Financial Network Wealth Advisors LLC | 24 | $40.7K | 0.04% | −1−4.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 24 | $40.7K | 0.00% | +8+50.0% | Added |
| McDonald Partners LLC | 24 | $40.7K | 0.01% | +24 | New |
| Vision Retirement, LLC | 24 | $40.7K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 25 | $42.4K | 0.01% | −10−28.6% | Reduced |
| Y.D. More Investments Ltd | 25 | $42.4K | 0.00% | −6−19.4% | Reduced |
| Zions Bancorporation, National Association | 25 | $42.4K | 0.00% | +7+38.9% | Added |
| Anchor Investment Management, LLC | 26 | $44.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $44.1K | 0.00% | +26 | New |
| BNP Paribas | 24 | $48.6K | 0.00% | +24 | New |
| Cornerstone National Bank & Trust Co | 29 | $50.5K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 30 | $50.9K | 0.01% | +10+50.0% | Added |
| Main Street Group, LTD | 30 | $50.9K | 0.01% | −10−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $50.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $50.9K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $50.9K | 0.01% | +3+11.1% | Added |
| Manchester Capital Management LLC | 31 | $52.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 33 | $56.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $56.0K | 0.01% | −29−46.8% | Reduced |
| Archer Investment Corp | 33 | $56.0K | 0.01% | −2−5.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $56.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $57.7K | 0.01% | +4+13.3% | Added |
| Wesleyan Assurance Society | 35 | $59.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 35 | $59.4K | 0.02% | −2−5.4% | Reduced |
| Westfuller Advisors, LLC | 35 | $60.1K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 36 | $61.1K | 0.00% | −101−73.7% | Reduced |
| Massmutual Trust Co FSB | 36 | $61.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 36 | $61.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $62.8K | 0.02% | −7−15.9% | Reduced |
| McGuire Capital Advisors Inc | 37 | $62.8K | 0.03% | +4+12.1% | Added |
| Tidemark, LLC | 38 | $64.5K | 0.01% | −26−40.6% | Reduced |
| Hollencrest Capital Management | 38 | $64.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 38 | $64.5K | 0.01% | +7+22.6% | Added |
| Osbon Capital Management LLC | 41 | $69.6K | 0.05% | −26−38.8% | Reduced |
| Oslo Pensjonsforsikring AS | 42 | $71.3K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 42 | $71.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $71.3K | 0.00% | +5+13.5% | Added |
| Sunrise Financial Services, LLC | 43 | $73.0K | 0.04% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 43 | $73.0K | 0.00% | +43 | New |
| Foster Dykema Cabot & Partners, LLC | 45 | $76.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 46 | $78.1K | 0.00% | −6−11.5% | Reduced |
| Johnson Financial Group, Inc. | 46 | $78.1K | 0.00% | +8+21.1% | Added |
| Evermay Wealth Management LLC | 47 | $79.8K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 47 | $79.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 48 | $81.5K | 0.01% | +1+2.1% | Added |
| Hilton Head Capital Partners, LLC | 50 | $84.9K | 0.04% | +16+47.1% | Added |
| NBC Securities, Inc. | 53 | $90.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 53 | $90.0K | 0.01% | −2−3.6% | Reduced |
| CVA Family Office, LLC | 55 | $93.4K | 0.01% | −3−5.2% | Reduced |
| Rachor Investment Advisory Services, LLC | 55 | $93.4K | 0.05% | −9−14.1% | Reduced |
| Brown Shipley& Co Ltd | 56 | $95.1K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 57 | $96.8K | 0.00% | −5−8.1% | Reduced |
| Abound Wealth Management | 57 | $96.8K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 58 | $98.4K | 0.01% | +27+87.1% | Added |
| Trifecta Capital Advisors, LLC | 60 | $101.8K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 61 | $103.5K | 0.01% | +61 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 63 | $106.9K | 0.03% | +13+26.0% | Added |
| Harbor Investment Advisory, LLC | 63 | $106.9K | 0.01% | +61+3,050.0% | Added |
| Ancora Advisors, LLC | 65 | $110.3K | 0.00% | −34−34.3% | Reduced |
| TD Private Client Wealth LLC | 65 | $110.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 67 | $113.7K | 0.01% | −1−1.5% | Reduced |
| Chesapeake Asset Management LLC | 67 | $113.7K | 0.09% | +67 | New |
| Evelyn Partners Group Ltd | 68 | $115.4K | 0.00% | +68 | New |
| Aventura Private Wealth, LLC | 71 | $120.9K | 0.04% | −9−11.3% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $123.9K | 0.00% | −57−43.8% | Reduced |
| First Horizon Corp | 73 | $123.9K | 0.00% | −5−6.4% | Reduced |
| Huntington National Bank | 73 | $123.9K | 0.00% | −1−1.4% | Reduced |
| Smartleaf Asset Management LLC | 75 | $126.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 78 | $132.4K | 0.12% | −50−39.1% | Reduced |
| Bank of New Hampshire | 80 | $135.8K | 0.03% | −9−10.1% | Reduced |
| International Assets Investment Management, LLC | 81 | $141.1K | 0.01% | +4+5.2% | Added |
| Basecamp Wealth Advisors LLC | 94 | $159.6K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 100 | $169.7K | 0.02% | 00.0% | Unchanged |
